Siddharth Pravin Shah
Investment adviser representative at Shah Wealth Advisors
21 yearsExperience
1 stateRegistered in
$606.2MFirm assets
Under 1 yearFirm in business
Are you Siddharth Pravin Shah? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Shah Wealth Advisors, LLCApr 2026 to now
- Simplicity InvestmentsApr 2026 to now
- Ameriprise Financial Services, Inc.Sep 2005 to Apr 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (CA).
Shah Wealth Advisors
Legal name: Shah Wealth Advisors, LLC
$606.2MAssets managed
142Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2946827
- Firm CRD
- 340644